CWS Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fees will be billed at the rate of $250 per hour.”

Flat or project fee

$250⁠-⁠$7,500

“Fixed fees typically range from $250 to $7,500 depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CWS Financial Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Such account fees are payable quarterly in arrears based upon the average daily account balance over the quarter.”
• “The terms and conditions of the financial planning and/or consulting engagement are set forth in the advisory agreement, and CWSFA requires one-half of the fee (estimated hourly or fixed) payable upon execution of the advisory agreement.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

How CWS Financial Advisors LLC’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Kalamazoo that publish an hourly rate charge less.
• Its flat or project fee of $250-$7,500 spans the Michigan median of $3,250. 56% of the 137 other Michigan planners that publish a flat or project fee charge less.

About CWS Financial Advisors LLC

• Firm size: 12 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

802

Employees

12

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$1,328,605,949

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297000

Website

LINKEDIN.COM/CWS Financial Advisors (opens in new tab)

Phone

(269) 349-4600

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, North Carolina, New York, Ohio, Tennessee, Texas

Other planners in Kalamazoo that publish fees

• Black Diamond Investment Group,inc.Kalamazoo$150/hr
• Breakwater CapitalKalamazoo$100⁠-⁠$250/hr, $5,000/yr
• Clear Ridge Wealth Management, LLCKalamazoo$200⁠-⁠$500/hr, $1,500⁠-⁠$5,000
• Gasaway Investment Advisors, Inc.Kalamazoo$250/hr

Compare all 7 planners in Kalamazoo